Marketing Samples and Company Brochures

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Standard Cover letter

What Are You Saving For?

Dear Friend,

We all have dreams worth saving for! Whether you’re putting away money for retirement, a down payment on a home or your kids’ college tuition, it’s easier to save when you have a road map telling you how to get there.

As you track your budget for 2021, remember to track your savings goals too! This Item of Value offers some strategies to help you save for short-term, mid-term and long-term goals. Find out how to determine exactly what you need to save each month to hit your target amount and ways to make it easy. You’ll also learn about a few savings vehicles to help your money grow along the way, so you can pick the one that’s right for you.

Got bigger goals? To make sure you’re saving in the smartest way possible, consider working with a finance professional. Call me for a trusted referral who can help you organize all of your financial plans!

Sincerely,

Oh, by the way®… if you know of someone who would appreciate the level of service I provide, please call me with their name and contact information. I’ll be happy to follow up and take great care of them.

Spanish Cover letter

¿Para qué está ahorrando?

Estimado amigo:

Todos tenemos sueños para los que merece la pena ahorrar. Tanto si decide ahorrar para su jubilación, como si es para el pago inicial de una casa o para los estudios postsecundarios de sus hijos, es más fácil ahorrar cuando tiene un plan concreto que le sirva de guía.

Cuando compruebe su presupuesto para 2021, ¡recuerde pasar también revista a sus objetivos de ahorro! En la comunicación de este mes encontrará varias estrategias para ayudarle a ahorrar a fin de lograr sus objetivos financieros a corto, mediano y largo plazo. Descubra cómo establecer exactamente cuánto necesita ahorrar cada mes para cumplir el objetivo que se ha marcado y qué hacer para que le resulte más fácil. También encontrará información sobre algunos mecanismos de ahorro para sacar la máxima rentabilidad a sus fondos, de modo que pueda elegir el más adecuado para usted.

¿Tiene objetivos más ambiciosos? Para asegurarse de que está ahorrando de la manera más inteligente posible, considere la posibilidad de contratar los servicios de un profesional de las finanzas. ¡Llámeme si desea que le recomiende a profesional de confianza para ayudarle a organizar todos sus planes financieros!

Atentamente,

Y por cierto®… si conoce a alguien al que pudieran serle útiles mis servicios profesionales, no dude en darme su nombre e información de contacto. Será un placer para mí contactarlo y ayudarlo en todo lo posible.

French Cover letter

Pourquoi épargnez-vous?

Madame, / Monsieur,

Nous avons tous des objectifs financiers que nous aimerions concrétiser. Qu’il s’agisse de recueillir de l’argent en vue de la retraite, de rassembler une mise de fonds pour l’achat d’une maison ou de permettre aux enfants de poursuivre des études supérieures, vous parviendrez à vos fins plus facilement en élaborant un plan clair et défini.

Pour ce faire, passez en revue vos objectifs d’épargne chaque fois que vous évaluez votre budget. Ce mois-ci, je vous propose quelques stratégies qui vous aideront à atteindre vos buts à court, moyen et long terme. Vous découvrirez comment établir le montant que vous devez mettre de côté chaque mois et quelques trucs pratiques à cette fin. Je vous présente aussi certains instruments d’épargne qui vous permettront de maximiser vos rendements, selon vos besoins et votre profil.

Vous avez de grandes ambitions? Vous avez donc intérêt à demander l’aide d’un spécialiste de la finance pour planifier et optimiser vos démarches. Téléphonez-moi et je vous mettrai en lien avec une ressource de confiance qui excelle dans ce domaine.

Salutations distinguées,

En passant… si vous connaissez des gens qui sont à la recherche d’un service de qualité à l’image de celui que j’offre, je vous prie de me transmettre leur nom et leurs coordonnées. Je me ferai un plaisir de communiquer avec eux et de leur accorder l’attention qu’ils méritent.

Canadian Cover letter

What Are You Saving For?

Dear Friend,

We all have dreams worth saving for! Whether you’re putting away money for retirement, a down payment on a home or your kids’ higher education, it’s easier to save when you have a road map telling you how to get there.

As you track your budget for 2021, remember to track your savings goals too! This Item of Value offers some strategies to help you save for short-term, mid-term and long-term goals. Find out how to determine exactly what you need to save each month to hit your target amount and ways to make it easy. You’ll also learn about a few savings vehicles to help optimize your funds, so you can pick the one that’s right for you.

Got bigger goals? To make sure you’re saving in the smartest way possible, consider working with a finance professional. Call me for a trusted referral who can help you organize all of your financial plans!

Sincerely,

Oh, by the way®… if you know of someone who would appreciate the level of service I provide, please call me with their name and contact information. I’ll be happy to follow up and take great care of them.

Alternate Cover letter

Learn to Leverage Your Work Style

Dear Friend,

Have you ever been in one of those meetings where it feels like nothing is being accomplished? Whether you’re on a video conference call with your work team or planning a virtual gathering with friends, it can be hard to get anything done if work styles clash.

To avoid these issues, this month, I’m introducing you to the different work and learning styles that will transform the way you work with others. Find out which style best fits your method and learn how to leverage it for more productive interactions with family, friends and yourself. You can also use this guide to identify your colleagues’ work styles, allowing you to accomplish more when you understand how they tick!

When you know how you and those around you learn and work, you can streamline workflow, get more done and set your team up for success. Here’s to more productivity!

Sincerely,

Oh, by the way®… if you know of someone who would appreciate the level of service I provide, please call me with their name and contact information. I’ll be happy to follow up and take great care of them.

Alternate eReport

Canadian eReport

French eReport

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Standard eReport

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